Quickbooks Integration

The Quickbooks Integration allows you to sync data between Quickbooks and Broadly.

Setting up the Integration

You can set up a connection with Quickbooks by navigating to the Connections page of Broadly:

• Click on Settings > Connections to navigate to the Connections page.
• Click on the View New Integrations banner.
• Click on the Quickbooks Integration Card.

• You will be taken to the Quickbooks Marketing page, with information on what Quickbooks is and the possibilities that an integration with Quickbooks provides. Click on Add Connection.
• This provides you with a Pre-Connect Form popup where you can define the data that you want to synchronize between Quickbooks and Broadly. The syncing options available are:
  
  • Customer Data
  • Invoice Data
  • Sales Receipt Data
  • Payment Data
  • Automated Review Requests (available only to users with a Reputation Management Premium)

• Click Continue after choosing the options that apply.

• This leads to a single sign-on page where you can sign in to your Quickbooks account and provide permissions to establish the connection.

• Click Connect. You will be automatically redirected to the Manage tab on the Integrations page where you can confirm the recently created connection with Quickbooks.
• The established connection is shown on the Manage tab and the marketing page.
• Clicking either card takes you to the Connection Settings page where you may specify what data to sync or disconnect the integration. 

Please note: On the initial connection with Quickbooks, all contacts in Quickbooks are synced with Broadly. You can opt out of this by deselecting the Sync Customer Data option on the form during the initial connection.

Manage Synced Data

You can choose the data that you want to sync between Quickbooks and Broadly:

1. Contact Data
2. Invoice Data 
3. Sales Receipt Data
4. Payment Data

Ensure that Broadly has an active connection with Quickbooks by clicking on the Manage tab on the Integrations page and checking for the Quickbooks Connection card. Clicking on the Connection Card takes you to the Connection Settings page. Here, you can specify what data is synced.